13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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109

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

REGIONS FINANCIAL CORP

CIK 0001281761

13F-HR Q1 2026
CIK
0001281761
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
861 holdings / $15,400,884,352
Filed
05 May 2026, 14:35:57 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Goehring & Rozencwajg Associates, LLC

CIK 0001863154

13F-HR Q1 2026
CIK
0001863154
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
43 holdings / $1,861,025,819
Filed
05 May 2026, 14:33:32 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Nolet Wealth Management, LLC

CIK 0002056656

13F-HR Q1 2026
CIK
0002056656
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
92 holdings / $175,735,520
Filed
05 May 2026, 14:33:29 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

THEORY FINANCIAL LLC

CIK 0001899158

13F-HR Q1 2026
CIK
0001899158
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
94 holdings / $284,939,313
Filed
05 May 2026, 14:32:47 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

IMC-Chicago, LLC

CIK 0001452861

13F-HR Q1 2026
CIK
0001452861
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,290 holdings / $6,599,568,399
Filed
05 May 2026, 14:32:21 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

CIK 0002065074

13F-HR Q1 2026
CIK
0002065074
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
37 holdings / $139,381,358
Filed
05 May 2026, 14:32:09 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
05 May 2026, 14:35:57 UTC 13F-HR REGIONS FINANCIAL CORP CIK 0001281761 2026 Q1 Open parsed portfolio 861 $15,400,884,352 Open SEC source
05 May 2026, 14:33:32 UTC 13F-HR Goehring & Rozencwajg Associates, LLC CIK 0001863154 2026 Q1 Open parsed portfolio 43 $1,861,025,819 Open SEC source
05 May 2026, 14:33:29 UTC 13F-HR Nolet Wealth Management, LLC CIK 0002056656 2026 Q1 Open parsed portfolio 92 $175,735,520 Open SEC source
05 May 2026, 14:32:47 UTC 13F-HR THEORY FINANCIAL LLC CIK 0001899158 2026 Q1 Open parsed portfolio 94 $284,939,313 Open SEC source
05 May 2026, 14:32:21 UTC 13F-HR IMC-Chicago, LLC CIK 0001452861 2026 Q1 Open parsed portfolio 1,290 $6,599,568,399 Open SEC source
05 May 2026, 14:32:09 UTC 13F-HR SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 2026 Q1 Open parsed portfolio 37 $139,381,358 Open SEC source
05 May 2026, 14:31:10 UTC 13F-HR Good Harbor Advisors, Inc. CIK 0002133484 2026 Q1 Open parsed portfolio 82 $91,590,084 Open SEC source
05 May 2026, 14:30:25 UTC 13F-HR Adaptive Financial Consulting, LLC CIK 0001804717 2026 Q1 Open parsed portfolio 18 $261,125,183 Open SEC source
05 May 2026, 14:27:54 UTC 13F-HR Frisch Financial Group, Inc. CIK 0001767730 2026 Q1 Open parsed portfolio 167 $478,344,247 Open SEC source
05 May 2026, 14:27:47 UTC 13F-HR SOFI WEALTH, LLC CIK 0001925582 2026 Q1 Open parsed portfolio 52 $2,075,433,894 Open SEC source
05 May 2026, 14:24:01 UTC 13F-HR Thayer Partners, LLC / MA CIK 0002010185 2026 Q1 Open parsed portfolio 94 $210,052,396 Open SEC source
05 May 2026, 14:19:29 UTC 13F-HR Beaumont Financial Advisors, LLC CIK 0001957394 2026 Q1 Open parsed portfolio 369 $1,455,127,053 Open SEC source
05 May 2026, 14:17:09 UTC 13F-HR Compass Financial Group, Inc. CIK 0001666910 2026 Q1 Open parsed portfolio 47 $221,766,517 Open SEC source
05 May 2026, 14:08:32 UTC 13F-HR TWIN CAPITAL MANAGEMENT INC CIK 0001059187 2026 Q1 Open parsed portfolio 271 $775,700,663 Open SEC source
05 May 2026, 14:03:54 UTC 13F-HR Marks Group Wealth Management, Inc CIK 0001802473 2026 Q1 Open parsed portfolio 337 $1,037,086,731 Open SEC source
05 May 2026, 13:56:26 UTC 13F-HR EnRich Financial Partners LLC CIK 0001955091 2026 Q1 Open parsed portfolio 64 $377,074,770 Open SEC source
05 May 2026, 13:55:11 UTC 13F-HR WEST MICHIGAN ADVISORS, LLC CIK 0001909879 2026 Q1 Open parsed portfolio 298 $454,950,217 Open SEC source
05 May 2026, 13:51:01 UTC 13F-HR Good Harbor Advisors, Inc. CIK 0002133484 2025 Q4 Open parsed portfolio 72 $85,923,532 Open SEC source
05 May 2026, 13:50:49 UTC 13F-HR GuidedMoney, LLC CIK 0002112951 2026 Q1 Open parsed portfolio 29 $190,476,114 Open SEC source
05 May 2026, 13:47:38 UTC 13F-HR Haven Private, LLC CIK 0002053665 2026 Q1 Open parsed portfolio 166 $229,628,908 Open SEC source
05 May 2026, 13:46:46 UTC 13F-HR Gerald Baker Financial Group LLC CIK 0002133489 2026 Q1 Open parsed portfolio 107 $250,321,908 Open SEC source
05 May 2026, 13:44:06 UTC 13F-HR SteelPeak Wealth, LLC CIK 0001801868 2026 Q1 Open parsed portfolio 527 $3,190,129,280 Open SEC source
05 May 2026, 13:43:50 UTC 13F-HR Ashford Advisors, LLC CIK 0001861158 2026 Q1 Open parsed portfolio 23 $429,255,538 Open SEC source
05 May 2026, 13:36:13 UTC 13F-HR Allspring Global Investments Holdings, LLC CIK 0001890906 2026 Q1 Open parsed portfolio 1,754 $59,676,613,461 Open SEC source
05 May 2026, 13:32:40 UTC 13F-HR Oder Investment Management, LLC CIK 0001845109 2026 Q1 Open parsed portfolio 102 $130,184,175 Open SEC source
05 May 2026, 13:31:25 UTC 13F-HR One Day In July LLC CIK 0001823172 2026 Q1 Open parsed portfolio 153 $1,249,034,263 Open SEC source
05 May 2026, 13:27:36 UTC 13F-HR LeClair Wealth Partners LLC CIK 0002056667 2026 Q1 Open parsed portfolio 103 $289,384,864 Open SEC source
05 May 2026, 13:26:45 UTC 13F-HR Soundwatch Capital LLC CIK 0001803253 2026 Q1 Open parsed portfolio 47 $793,229,309 Open SEC source
05 May 2026, 13:25:44 UTC 13F-HR Cannon Wealth Management Services, LLC CIK 0002043725 2026 Q1 Open parsed portfolio 85 $147,835,187 Open SEC source
05 May 2026, 13:22:55 UTC 13F-HR Legacy Advisors, LLC CIK 0001720969 2026 Q1 Open parsed portfolio 279 $839,153,425 Open SEC source
05 May 2026, 13:21:25 UTC 13F-HR Howard Capital Management Inc. CIK 0001733173 2026 Q1 Open parsed portfolio 332 $5,642,954,572 Open SEC source
05 May 2026, 13:21:00 UTC 13F-HR Total Wealth Planning & Management, Inc. CIK 0002058383 2026 Q1 Open parsed portfolio 175 $126,137,591 Open SEC source
05 May 2026, 13:20:05 UTC 13F-HR SAYBROOK CAPITAL /NC CIK 0001044924 2026 Q1 Open parsed portfolio 41 $371,372,745 Open SEC source
05 May 2026, 13:19:25 UTC 13F-HR Tortoise Investment Management, LLC CIK 0001599511 2026 Q1 Open parsed portfolio 245 $1,211,107,291 Open SEC source
05 May 2026, 13:18:45 UTC 13F-HR New Harbor Financial Group, LLC CIK 0001548577 2026 Q1 Open parsed portfolio 53 $550,973,662 Open SEC source
05 May 2026, 13:18:00 UTC 13F-HR LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CIK 0002131510 2026 Q1 Open parsed portfolio 113 $192,231,975 Open SEC source
05 May 2026, 13:17:51 UTC 13F-HR PFG Advisors CIK 0001694435 2026 Q1 Open parsed portfolio 788 $2,053,983,392 Open SEC source
05 May 2026, 13:17:06 UTC 13F-HR Almanack Investment Partners, LLC. CIK 0001680613 2026 Q1 Open parsed portfolio 177 $592,397,144 Open SEC source
05 May 2026, 13:16:28 UTC 13F-HR INVESTMENT PARTNERS, LTD. CIK 0001050068 2026 Q1 Open parsed portfolio 152 $281,095,205 Open SEC source
05 May 2026, 13:16:23 UTC 13F-HR Valtinson Bruner Financial Planning LLC CIK 0001761450 2026 Q1 Open parsed portfolio 171 $364,029,252 Open SEC source
05 May 2026, 13:15:33 UTC 13F-HR Rayburn West Financial Services LLC CIK 0002107467 2026 Q1 Open parsed portfolio 82 $169,798,565 Open SEC source
05 May 2026, 13:14:21 UTC 13F-HR EXCALIBUR MANAGEMENT CORP CIK 0001009003 2026 Q1 Open parsed portfolio 160 $278,475,794 Open SEC source
05 May 2026, 13:12:53 UTC 13F-HR Martin Capital Advisors, LLP CIK 0001904126 2026 Q1 Open parsed portfolio 73 $158,345,201 Open SEC source
05 May 2026, 13:11:57 UTC 13F-HR SHAKER INVESTMENTS LLC/OH CIK 0001009005 2026 Q1 Open parsed portfolio 82 $219,737,923 Open SEC source
05 May 2026, 13:11:46 UTC 13F-HR FACTORY MUTUAL INSURANCE CO CIK 0000887818 2026 Q1 Open parsed portfolio 196 $8,888,636,542 Open SEC source
05 May 2026, 13:11:27 UTC 13F-HR HighTower Advisors, LLC CIK 0001462245 2026 Q1 Open parsed portfolio 3,790 $94,216,347,096 Open SEC source
05 May 2026, 13:09:13 UTC 13F-HR Altman Advisors, Inc. CIK 0001731671 2026 Q1 Open parsed portfolio 77 $237,676,166 Open SEC source
05 May 2026, 13:08:01 UTC 13F-HR WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 2026 Q1 Open parsed portfolio 263 $1,622,195,933 Open SEC source
05 May 2026, 13:05:06 UTC 13F-HR FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 2026 Q1 Open parsed portfolio 569 $6,713,700,607 Open SEC source
05 May 2026, 13:02:55 UTC 13F-HR WEST PACES ADVISORS INC. CIK 0002004720 2026 Q1 Open parsed portfolio 197 $516,178,929 Open SEC source
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